Latest economic research thinking

The Insurer: Maurice Tulloch on climate risk, insurance and closing the protection gap

11 Feb 2020

The former Aviva CEO talks to AIQ about how the insurance industry is working to assess and manage the catastrophic risks of climate change.

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The Policymaker: The US response, green technology and climate regulation

10 Feb 2020

Ken Alex, former adviser to Californian governor Jerry Brown, discusses US policy, carbon capture and storage and the need for regulation to combat the effects of climate change.

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The Behavioural Expert: Bestselling author Cass R. Sunstein on nudging and climate change

29 Jan 2020

The Harvard academic and bestselling author talks to AIQ about the power of social conformity and what behavioural economics can teach us about tackling climate change.

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There may be trouble ahead: Five charts that point to longer-term stress on the US economy

17 Dec 2019

The inversion of the yield curve has prompted concerns the US economy is on the brink of a recession. But investors should be more worried about the potential lasting effects from a continued deterioration of the country’s public finances over the next decade, says James McAlevey.

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The AIQ Podcast: Link - The power of connected thinking

5 Dec 2019

This latest episode of the AIQ Podcast explores the role of connected thinking in technology, business and the environment.

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A question of trust: What’s behind blockchain technology

15 Nov 2019

A lot has been said about how blockchain may spark a technological revolution across every corner of the economy – not only in finance, but also areas such as medicine, marketing and supply chain management. What is less clear is how it could pose a hefty social challenge as well.

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Supply chain wars

14 Nov 2019

With the US and China locking horns, we take a deeper look at the tangled and complex web of multinational relationships in the global economic ecosystem.

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5G: Anatomy of an equity investment idea

11 Nov 2019

The evolution of wireless technology has fuelled a host of new mobile applications and helped propel companies such as Netflix. 5G, its next iteration, promises speeds up to 20 times faster than the current 4G. But to think only in terms of speed severely underestimates 5G’s potential to fundamentally transform the business landscape – though not without tremendous risk.

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The Technology Trap: An interview with Carl Benedikt Frey

4 Nov 2019

AIQ speaks to Oxford economist Carl Benedikt Frey about his pioneering research into labour markets and automation.

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Rage against the machine

1 Nov 2019

A new wave of tech-driven automation promises improved productivity and economic growth. But as humans are replaced by robots, a political backlash is building.

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The unwelcome consequences of lower for longer

31 Oct 2019

Extraordinary monetary easing was essential a decade ago to reboot the global economy, but continuing to apply emergency measures has placed a huge burden on the private sector and could prove deflationary the longer it goes on. Different remedies are urgently needed, argues Euan Munro.

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Connections and communities

28 Oct 2019

Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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